- Columbia Bank (San Jose, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... a turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within… more
- Deloitte (San Jose, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Citigroup (Palo Alto, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Anywhere Real Estate (San Jose, CA)
- …planning of potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including joining the joint ... progress. + **Team Leadership** - Lead and grow a small senior team including strategic implementation, partnerships, and strategy folks. Minimum Requirements:… more
- Citigroup (Palo Alto, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Anywhere Real Estate (San Jose, CA)
- We are seeking a highly skilled Senior Title Examiner with 5+ years of title examination experience with Residential Lot/Block properties. The ideal candidate will ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Anywhere Real Estate (San Jose, CA)
- …+ Strong communication skills (written and verbal) with the ability to engage senior stakeholders confidently + Highly organized with strong attention to detail and ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more